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Gitterman Wealth Management, LLC

CRD 153062SEC# 801-71246Edison, NJ
Export (members)
No longer SEC-registered. Gitterman Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$666.1M
Employees
17
Accounts
558
Location
Edison, NJ

Gitterman Wealth Management, LLC assets under management

Gitterman Wealth Management, LLC operates as an SEC-registered investment adviser based in Edison, NJ. It reports $666.1 million in regulatory assets under management and employs 17 people.
View on SEC.gov ↗

Gitterman Wealth Management, LLC owners & executives

9 reported
NameTitleOwnershipSince
Elias Stuart Rauch ControlCo-Founding PartnerUnder 5%2010
Gitterman Financial Holdings, LLC ControlMemberOver 75%2019
Jeffrey Lewis Gitterman ControlCo-Founding PartnerUnder 5%2010
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Frequently asked questions

How much does Gitterman Wealth Management, LLC manage?

Gitterman Wealth Management, LLC reports $666.1 million in regulatory assets under management on its Form ADV.

How many employees does Gitterman Wealth Management, LLC have?

Gitterman Wealth Management, LLC reports 17 employees.

Where is Gitterman Wealth Management, LLC located?

Gitterman Wealth Management, LLC is based in Edison, NJ.

Does Gitterman Wealth Management, LLC disclose fund performance?

Gitterman Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address379 Thornall Street, 6th Floor, Edison, NJ 08837
Office hours9:00a.m. - 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$666.1M
Non-discretionary$0
Total (RAUM)$666.1M